Invesco CurrencyShares Australian Dollar Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CIBC WORLD MARKET INC. | 05/14/2026 | 121.80 K | $8.33 M | 30.49% | 8.51% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 108.66 K | $7.43 M | 12.87% | 7.59% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 05/11/2026 | 36.76 K | $2.51 M | 0.00% | 2.57% |
| MORGAN STANLEY | 05/15/2026 | 19.59 K | $1.34 M | -48.11% | 1.37% |
| JANE STREET GROUP, LLC | 05/12/2026 | 13.50 K | $923.03 K | 100.00% | 0.94% |
| UBS GROUP AG | 05/05/2026 | 12.52 K | $855.96 K | 199.86% | 0.87% |
| ROYAL BANK OF CANADA | 05/15/2026 | 9.25 K | $633.00 K | 1.61% | 0.65% |
| UNCONVENTIONAL INVESTOR, LLC | 05/18/2026 | 7.86 K | $537.65 K | 0.24% | 0.55% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 7.53 K | $515.13 K | 100.00% | 0.53% |
| 3EDGE ASSET MANAGEMENT, LP | 05/15/2026 | 7.01 K | $479.16 K | 100.00% | 0.49% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 6.86 K | $468.99 K | 746.79% | 0.48% |
| CITADEL ADVISORS LLC | 05/15/2026 | 5.70 K | $390.00 K | 100.00% | 0.40% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 5.40 K | $369.37 K | 37.56% | 0.38% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 4.94 K | $337.42 K | 0.00% | 0.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 4.90 K | $335.01 K | 32.43% | 0.34% |
| CITADEL ADVISORS LLC | 05/15/2026 | 4.30 K | $294.00 K | -38.57% | 0.30% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 4.13 K | $282.04 K | 0.00% | 0.29% |
| CITADEL ADVISORS LLC | 05/15/2026 | 4.10 K | $280.33 K | -36.92% | 0.29% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 3.68 K | $251.41 K | 100.00% | 0.26% |
| GTS SECURITIES LLC | 05/15/2026 | 3.48 K | $238.01 K | -14.83% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 3.01 K | $205.46 K | -66.32% | 0.21% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.63 K | $179.75 K | 11.73% | 0.18% |
| GRANEY & KING, LLC | 05/18/2026 | 1.83 K | $124.78 K | 100.00% | 0.13% |
| CLEARSTEAD ADVISORS, LLC | 05/06/2026 | 1.27 K | $86.63 K | 0.00% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 509 | $34.84 K | 5.38% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 360 | $24.61 K | -93.38% | 0.03% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 256 | $17.50 K | 0.00% | 0.02% |
| GROUP ONE TRADING, L.P. | 05/13/2026 | 179 | $12.24 K | -18.64% | 0.01% |
| CWM, LLC | 05/14/2026 | 70 | $4.79 K | 0.00% | 0.00% |
| FMR LLC | 05/15/2026 | 15 | $1.01 K | -95.71% | 0.00% |
| SMARTLEAF ASSET MANAGEMENT LLC | 05/15/2026 | 1 | $68 | 0.00% | 0.00% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 0 | $0 | -100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 0 | $0 | -100.00% | 0.00% |
| FIDUCIARY FINANCIAL GROUP, LLC | 04/13/2026 | 0 | $0 | -100.00% | 0.00% |
| HAVEN PRIVATE, LLC | 05/05/2026 | 0 | $0 | -100.00% | 0.00% |
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Invesco CurrencyShares Australian Dollar Trust institutional Ownership - FAQ's
During the previous two years, 42 institutional investors and hedge funds held shares of Invesco CurrencyShares Australian Dollar Trust. The most heavily invested institutionals were:
CIBC WORLD MARKET INC.: 121,795
Cresset Asset Management, LLC: 108,664
Ashton Thomas Private Wealth, LLC: 36,764
MORGAN STANLEY: 19,589
UBS Group AG: 12,519
ROYAL BANK OF CANADA: 9,253
26.21% of Invesco CurrencyShares Australian Dollar Trust stock is owned by institutional investors.
Institutional investors have bought a total of 382.17 K shares in the last 24 months. This purchase volume represents approximately $26.77 M in transactions.